Gifts of Stock and Securities

A gift of publicly traded securities is both simple and tax-effective. You receive greater tax benefit through a gift of securities than you would if you sold the securities and donated the cash proceeds to charity (see example below).

Gifts eligible for this preferred tax treatment can include any of the following securities:

Prescribed bonds

Units of mutual funds

Shares, warrants, bills and futures that are listed on the stock exchanges prescribed by Canada Revenue Agency

Benefits of Gifting Securities

Satisfaction of making a meaningful gift to benefit students and faculty at Queen’s.

Eliminates the capital gains tax owing on the shares.

Official tax receipt issued for the fair market value of the gift, based on the closing price of the shares on the day the gift is received.

Choose how your bequest is used, e.g., student aid, a particular academic program, or the area of greatest need.

Request a Personalized Illustration

Please contact one of our Gift Planning Officers for a personalized illustration of how you can make one of the most popular gifts to Queen’s University.